Reviewing financial documents
Service 05

Tax and banking introduction.

Warm introductions to vetted local tax advisors and English-speaking banking contacts.

From $800

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What we do

We connect you with the right people before you need them. Rumavi has long-standing relationships with cross-border tax advisors, private bankers and corporate bank managers across the region. We brief them on your situation so the first meeting is productive.

What's included

Inside the engagement.

  • Tax residency assessment and registration support
  • Certificate of domicile assistance
  • Introduction to licensed cross-border tax advisors
  • Personal and business banking introductions
  • Pre-meeting brief covering KYC, source of funds and structure
  • Coordination between your home-country advisor and the local firm
Markets

Singapore, Thailand, Malaysia, Vietnam, Indonesia, Hong Kong, UAE, Georgia, Paraguay, Mauritius.

Who it suits

New residents establishing tax position, business owners managing dual residency, investors needing local banking for property, and clients exiting high-tax jurisdictions.

How it works 4 steps

Predictable, fixed-fee delivery.

01

Situation review.

Objectives and constraints mapped.

02

Shortlist.

Two to three suitable advisors and bankers.

03

Warm introduction.

Written brief sent ahead of meetings.

04

Optional coordination.

Ongoing support across providers.

Rumavi does not provide tax advice. All tax planning and filing is performed by licensed local advisors.

Next step

Ready to scope your case?

Start with a Rumavi advisory session. We confirm the right route, then issue a fixed-fee engagement letter for the implementation work.